Financial Adviser · SOUTHBANK, VIC

Dalton Scott Pollnitz

SOUTHBANK, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001272844
Currently at
Southbank, VIC (firm address)

Dalton Scott Pollnitz is a financial adviser based in Southbank, Victoria, with 8 years of experience in the financial services industry since 2018. Dalton is currently authorised under Morrows Private Wealth. Dalton holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Dalton's qualifications include a Bachelor of Business (Financial Planning) from RMIT. Dalton is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2015
Certificate IV in Banking Services
RMIT
2016
Diploma of Financial Planning
RMIT
2018
Bachelor of Business (Financial Planning)
RMIT
2023
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education

Registration History

Oct 2022 - Present Current
BANKSIA PARTNERS PTY LTD
Dec 2018 - Apr 2019 Ceased

Source: ASIC Financial Advisers Register